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About
Wilson Tran is a Senior Associate and Trader at Ramirez Asset Management in New York, NY, where he specializes in fixed income trading and portfolio management. In his current role, Tran is responsible for trade execution and supporting investment strategies, with a focus on sectors including agency and non-agency residential mortgage-backed securities (RMBS), asset-backed securities (ABS), and structured finance products.
Prior to joining Ramirez Asset Management in 2023, Tran held progressive roles as Investment Associate and Analyst–Trader at Semper Capital Management, where he gained extensive experience analyzing credit risk and trading structured products, especially in mortgage- and asset-backed securities. His track record includes managing trades, performing market analysis, and assisting with portfolio construction for institutional clients.
Tran holds a Bachelor of Science in Accounting and Finance from Syracuse University's Martin J. Whitman School of Management and also earned a Bachelor's degree in Finance from City University of Hong Kong. His expertise in fixed income markets and structured credit supports his contributions to innovative portfolio strategies and risk management within the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ramirez Asset Management | Senior Associate, Trader | Jul 2023 to Present | Structured Products: Non-Agency MBS, ABS, CMBS and Agency MBS |
| Semper Capital Management, L.P. | Investment Associate, Trader | Dec 2021 to Jul 2023 | Resi Credit, CMBS and ABS |
| Semper Capital Management, L.P. | Investment Analyst, Trader | May 2019 to Dec 2021 | — |
| EY | Senior Analyst - Structured Finance | Sep 2018 to May 2019 | — |
| EY | Analyst - Structured Finance Advisory | Oct 2016 to Sep 2018 | - Valuation Analysis and Pricing: Structured Credit
- ABS/RMBS/Agency Transaction Services |
| EY | Structured Finance Advisory Summer Analyst | Jun 2015 to Aug 2015 | — |
| Harris Fraser Group | Investment Research Analyst | Apr 2015 to May 2015 | » Created a presentation of investment pitches based on 2015 UK general election results that analysts and agents presented to current and prospective clients
» Performed risk analysis on 25 mutual fu... |
| Euro-Pro (creator of the Shark and Ninja brands) | Financial Planning and Analysis Summer Analyst | May 2014 to Aug 2014 | » Streamlined the approval process for $6M instore displays budget by creating a standardized template that reduced approval time and lead to accurate reporting
» Analyzed volume discounts from suppl... |
| Macy's | Sales Associate | May 2013 to May 2014 | » Achieve Macy’s sale, presale, and credit goals
» Assist customers with personal recommendations, returns, exchanges, and sales
» Improve the display of several different departments, potentially inc... |
| Mystic Valley Elder Services | Delivery Driver | May 2013 to Aug 2013 | — |
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (B.S.), Accounting and Finance
2012 — 2016
City University of Hong Kong
Bachelor's degree, Finance
2015 — 2015
Skills & Expertise
Others at Ramirez Asset Management, Inc. (10)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | New York, NY , United States | |
R Rex M | Senior Vice President and Portfolio Manager | Chicago, IL , United States |
R Robert Deibel | Quantitative Analyst | Austin, TX , United States |
| Vice President, U.S Investment Grade Research | New York, NY , United States | |
| Associate | New York, NY , United States | |
| Associate | Aurora, CO , United States | |
E Elaine Li | Associate | New York, NY , United States |
| Vice President, U.S Investment Grade Research | New York, NY , United States | |
| Portfolio Manager | Chicago, IL , United States | |
| Investment Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
A Arjuna Lal | Analyst | Waterfall Asset Management, LLC | New York, NY , United States |